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FORGOTTEN HISTORY: 12 - Caught on Camera

Nvidia’s 70% sales growth forecast sends a message to AI doubters. What did CEO Jensen Huang say?

Nvidia has forecast a 70% jump in revenue for fiscal 2028, signalling that strong AI computing demand remains intact despite memory supply constraints. The upbeat outlook, which is well above Wall Street’s 44% growth estimate, highlights broadening demand from hyperscalers, AI labs, startups and enterprises. Nvidia’s quarterly revenue also more…

The Economic Times

Nvidia forecasts 70% sales growth next year, signals AI spending boom has years left to run

Nvidia forecasts 70% sales growth next year, signals AI spending boom has years left to run

"AI has reached its inflection point. It's doing useful work. Its tokens are productive and profitable. Now, compute is revenue," Nvidia ‌Chief Executive Jensen Huang ⁠said.

The Economic Times

Nvidia Reports $7.8 Billion in Q2 Gains on Equity Portfolio That Includes SpaceX, Intel, CoreWeave, and More

CFO Colette Kress has a different view than critics who accuse the chip giant of ‘circular financing,’ per her comments on the earnings call.

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Global Market Today: Nasdaq futures, Asian stocks rise on Nvidia outlook

Contracts for the tech-heavy Nasdaq 100 Index climbed 1.2%, while those for the S&P 500 Index added 0.6% after Nvidia signaled strong sales growth in 2028. The company’s shares rallied 4.2% in extended trading. The upbeat outlook also lifted other AI stocks, including Marvell Technology Inc. and Sandisk Corp., in…

The Economic Times

Nvidia gave its first-ever year-ahead forecast—a 70% growth bombshell meant to silence AI bubble critics and ‘circular financing’ doomsayers

Nvidia’s stock climbed more than 4% in after-hours trading after delivering a blowout quarter and projecting $100 billion more revenue than analysts were expecting for next fiscal year.

Nvidia custom 'NVHBM' promises 30% higher bandwidth, 15% lower power than commodity HBM4e — custom base die and PHY will be available to NVLink Fusion partners

Nvidia has unveiled NVHBM, a custom high-bandwidth memory implementation that promises higher bandwidth and lower power for customers building chips within the NVLink Fusion partner program.

Tom’s Hardware

Nvidia’s quarterly revenue doubles to nearly $100bn as CEO declares ‘golden age’

The $5tn firm beat Wall Street expectations for yet another blockbuster quarter, though stock made only modest gains

The Guardian - US

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Nvidia bets on another blockbuster year, guiding for 70% growth into 2028

Nvidia bets on another blockbuster year, guiding for 70% growth into 2028

Nvidia's $96.2bn quarter and bullish 2028 guidance eased some fears about an AI bubble — but its reliance on a handful of big customers, and a cautious re-entry into China, suggest the picture is more complicated.

Nvidia's Results Beat Expectations, But Its Stock Still Struggled

Nvidia's Results Beat Expectations, But Its Stock Still Struggled

Shares of the company dropped slightly after the market closed on Wednesday.

International Business Times

Stocks Finish Little Changed Ahead of Nvidia Earnings

Stocks Finish Little Changed Ahead of Nvidia Earnings

The S&P 500 Index ($SPX ) (SPY ) closed down by -0.02% on Wednesday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down by -0.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up by +0.05%. E-mini S&P futures (ESU26 ) rose +0.02%, and September E-mini...

Nvidia doubles Q2 revenue to $96 billion and crushes estimates, as CEO Jensen Huang says demand is accelerating

Nvidia doubles Q2 revenue to $96 billion and crushes estimates, as CEO Jensen Huang says demand is accelerating

Nvidia's second quarter fiscal 2027 earnings results were released after the market closed on Wednesday.

Nvidia earnings: Chipmaker forecasts Q3 revenue at $108 billion, above analysts' estimates as Q2 profit, revenue double YoY

Nvidia earnings: Chipmaker forecasts Q3 revenue at $108 billion, above analysts' estimates as Q2 profit, revenue double YoY

Nvidia earnings: Nvidia forecasts strong third quarter revenue, exceeding analyst expectations significantly. The company sees a trillion-dollar market opportunity for its AI chips through 2027. Nvidia's operating expenses and future spending plans have also increased. Competition is growing, but Nvidia secures major partnerships and customer commitments.

The Economic Times

A Nearly $40 Million Reason to Buy Little-Known SuperX AI Stock

A Nearly $40 Million Reason to Buy Little-Known SuperX AI Stock

SuperX AI may be relatively unknown, but a nearly $40 million deal is positioning SUPX stock on investors’ radar. Here’s why it deserves a closer look.

US stocks today: US stocks end near flat as hot inflation data clouds Fed rate outlook

US stocks today: US stocks end near flat as hot inflation data clouds Fed rate outlook

Wall Street ended nearly flat as hotter-than-expected US inflation complicated the Federal Reserve’s interest-rate outlook. Investors turned cautious while resilient economic growth offered some support. Markets are also watching Fed Chair Kevin Warsh’s Jackson Hole speech for clues on September’s interest-rate decision and policy direction.

The Economic Times

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Stocks Look to Nvidia Earnings for Direction: Stock Market Today

The main stock indexes failed to make big moves on Wednesday ahead of Nvidia's earnings report, while Meta settled a landmark social media case.

International Business Times

Stocks Show Little Change After Inflation Report And Ahead Of Nvidia Results, Jackson Hole

The Fed's preferred inflation gauge rose 0.2% in July, in line with forecasts from analysts.

The Economic Times

Anthropic to rent AI computing power from Nscale for $45 billion

Anthropic ⁠has been aggressively expanding its computing power to meet demand growth it expects for products like AI coding tool, Claude Code. Nscale, a cloud infrastructure provider, will deploy Nvidia's new Vera Rubin chips to support Anthropic's computing needs, the person said.

A $6 Billion Reason to Buy Nvidia Stock Now

Nvidia’s $6 billion Poolside deal could strengthen its AI software ambitions and give investors another reason to bet on NVDA’s long-term dominance beyond GPUs.

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AMD Is Building an AI ‘Escape Hatch’ From Nvidia. Here’s What It Means for AMD Stock.

AMD could be the AI industry’s best escape route from Nvidia.

International Business Times

SpaceX's Stock Is Whipsawing Around Its IPO Price. Morgan Stanley Says It's 'Attractively Valued.'

An analyst from the bank said the company's announcement about its intention to spend $100 billion to build a spaceport in Louisiana would increase its launch cadence and position it to top forecasts.

I got my greasy mitts on a host of RTX Spark laptops running, what else, games at Gamescom 2026—and there's a couple I really want to take home

Although I doubt I'm going to want to pay the MSRP...

Nvidia Eyes Perplexity AI as Earnings Approach. How NVDA Stock Investors Should Prepare.

Nvidia is expecting another quarter of massive revenue growth, while its valuation has fallen to historically low levels.

Nvidia's GeForce Now is officially coming to the Steam Machine — here's why that's great news for gaming in your living room

Some gamers have been hoping for official GeForce Now support on Valve's PC — and that dream is now a reality.

Evening Standard

FTSE 100 drifts lower as eyes turn to Nvidia

The chip maker was expected to release earnings after Wall Street closes.

Looking Beyond NVIDIA? These 3 AI ETFs Are Beating the Market

Beyond NVIDIA, ETFs like ARTY, CHPS, and PAVE offer diversified AI exposure through tech, semiconductors, and infrastructure, each outperforming the broader market with strong year-to-date returns.

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